Every product booked each month — Membership, Initiation, and each subscription line — compared against the monthly pace needed to hit the annual goal, each with its own color. Bars are pulled directly from the "New Business Revenue by Month" Sugar report (Opportunity Sales Pipeline = New Business Development) and reflect closed/booked revenue only, not invoiced-but-unpaid amounts.

Which subscription products — Insights, ZIMS Academy, ZIMS for Education, Single Sign On — are driving the "Subscription fees" KPI. Membership and Initiation fees aren't products in this sense, so they're not part of this breakdown.

No equivalent for the $ targets has been found in Sugar yet — they're set once a year and entered manually in the original spreadsheet.

Same time window, compared across three cycles — this year, last year, and two years ago. Change the filter above and all three update together.

⚠️ Biobanking shows 1 of 2 expected members — Canada's Wildlife Biobank isn't tagged correctly in Sugar yet. Left as-is on purpose, so it gets fixed at the source.

New or rejoining members with an invoice issued and not yet paid. Sourced from the "Open Invoices - Signed Agreement" Sugar report — Opportunity is New Business Development pipeline, still at the Signed Agreement stage (moves to Closed Won once paid). No longer spreadsheet-sourced.

Every individual line item behind the "New Business Revenue by Month" report, booked in 2026. Note: Sugar's pipeline classification doesn't preserve the new-vs-rejoining split the spreadsheet used to track manually — all of this is grouped as "New Business" here.